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Untitled

Assess Your Unique Goals and Needs
Your responses are anonymous unless you choose to include your name and contact information.

Your results will appear on a printer-friendly page for later review.

Protecting Dependents' Quality of Life

Have you legally appointed a medical and financial Power of Attorney should you become incapacitated?
           No          Yes
 When will your youngest child be independent:
         N/A         1-5 yrs    6-10 yrs     10+ yrs
Are your children's higher education covered?
         N/A         No           Yes  


Level of economic hardship for loved ones after losing an income source:
          None       Low       Medium      High
Current protection from a loss of an income:
          None     Life Insurance     Disability Insurance    Other
 Your last review of current protection occurred:
         N/A         1-5 yrs     6-10 yrs     10+ yrs

Protecting and Simplifying Retirement Assets

At what age do you wish to retire?     
Do you believe your retirement assets will be large enough to support you? 
          No       Yes
Percent of your retirement assets susceptible to market fluctuation:
         0%       25%    50%   75%    100%
Percent of your retirement assets earning interest too low for your needs
         0%       25%    50%   75%    100%
Are you paying taxes annually on the growth of your retirement assets?
         No        Yes 
Are you interested in learning about other options to grow retirement assets? 
         No        Yes

Assessing Your Priorities

Low             Medium          High

1    2   3   4    5     Lowering taxable income

1    2   3   4    5     Protecting retirement assets

1    2   3   4    5     Increasing retirement assets

1    2   3   4    5     Beating inflation

1    2   3   4    5     Paying the costs of assisted living/nursing

1    2   3   4    5     Debt/income relief for family

N/A 2   3   4    5     Protecting your business

1    2   3   4    5     Increasing estate size

1    2   3   4    5     Avoiding probate

1    2   3   4    5     Avoiding estate taxes
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